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A Human + Machine Approach to Wealth Management with Morgan Stanley 4 года назад


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A Human + Machine Approach to Wealth Management with Morgan Stanley

Visit our website: http://bit.ly/2GtXaiw Chris Kovel, Head of Wealth Management Analytics, Intelligence & Data Technology, Morgan Stanley Abstract: The potency for Machine Learning in Wealth Management comes more from the partnership of people and artificial intelligence. Our financial advisors are leveraging machine learning to get insights into robust curated ideas for every one of their clients every day. A human + machine approach helps enhance their relationship with clients by providing them with unique opportunities to grow their wealth. Bio: Chris Kovel is the Head of Analytics, Intelligence & Data Technology for Morgan Stanley’s Wealth Management division. Working from the Information Technology department, he partners with the businesses to drive forward the next generation of Wealth Management digital technologies. This includes: Data, Analytics, Artificial Intelligence, Machine Learning, Call Center, Intelligent Agents and CRM. Chris is a seasoned technologist with more than 20-years of experience in financial services technology. Prior to this current role, Chris led the Client Intelligence, CRM and Modeling teams supporting the Institutional side of the business, leveraging data analysis and predictive analytics to convert transactional insights into client action plans. Since joining Morgan Stanley in 1999, Chris has held a variety of roles with increasing responsibility spanning business analytics, product management, user experience and quality management. Before that, Chris provided IT consulting services to corporate clients. Chris holds two patents for “Transaction system for employee stock options and other compensation programs,” a system for selling employee issued internal options with time value and “Company and contact information system and method,” a system for delivering company related information through signals such as color.

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